Gojek and Grab Merger Wishful Thinking?
The talk that Grab and Gojek are in the advanced stage of merger talks seems to be a reiteration of the earlier chatter and some wishful thinking...
472 Views
The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
211 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Dairy, Bank Central Asia, and Thai Picks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
288 Views
Bluebird (BIRD): Correlated with PSBB, Beneficiary of WFH to WFO Switch
With most of its revenues are generated from the greater Jakarta area, Blue Bird (BIRD IJ) is positively correlated t
402 Views
Comfort Delgro (CD): Undervalued and Recovery in Ridership
Comfortdelgro Corp (CD SP) share price was battered around 40% due to the COVID-19 induced (domestically) Circuit Breaker and (internationally)...
443 Views